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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,136 | $198,457-89.3% | $170,435-87.6% | $147,586-85.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.39% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,764 | $6,183-23.0% | $5,432-12.3% | $4,876-2.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $212 | $16,852-98.7% | $13,881-98.5% | $10,886-98.1% |